iShares MSCI EAFE Value ETF
305 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 19 closing their positions.
242% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 19
70% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 73
17% more funds holding
Funds holding: 261 → 305 (+44)
12% more funds holding in top 10
Funds holding in top 10: 25 → 28 (+3)
11% more capital invested
Capital invested by funds: $4.3B → $4.76B (+$462M)
1.64% more ownership
Funds ownership: 72.9% → 74.54% (+1.6%)
53% less call options, than puts
Call options by funds: $227K | Put options by funds: $488K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$253M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.3M |
| 3 |
JP Morgan Chase
New York
|
+$22.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$31.3M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$23.8M |
| 3 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$20.5M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$10.4M |
| 5 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$10.1M |
EFV Hedge Fund Activity: Q4 2017 in Review
305 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Value ETF (EFV) for Q4 2017, worth a combined $4.76B — up 11% from $4.3B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EFV positions and 19 closed out — a net gain of 46 holders — while 124 added to existing stakes and 73 trimmed.
The largest buyer was AllianceBernstein, opening a new position worth an estimated $253M. The largest seller was SCS Capital Management, exiting entirely with an estimated $31.3M sold.
- 305 institutional investors held iShares MSCI EAFE Value ETF (EFV) as of Q4 2017, up from 261 in Q3 2017.
- Funds reported $4.76B of iShares MSCI EAFE Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 65 funds opened new iShares MSCI EAFE Value ETF positions in Q4 2017 and 19 closed out, a net change of +46 holders.
- The largest iShares MSCI EAFE Value ETF buyer in Q4 2017 was AllianceBernstein, an estimated $253M added.
- The largest iShares MSCI EAFE Value ETF seller in Q4 2017 was SCS Capital Management, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2017.